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Kiplinger
Kiplinger
Business
Kathleen Grace, CFP®, CIMA®, MPrA

I'm a Wealth Manager: This Critical Issue Could Cost Wealthy Families Big-Time if No One Takes Control

(Image credit: Getty Images)

Private-equity investment is accelerating consolidation across the accounting industry.

More than 100 CPA firm deals were completed in 2025, according to CPA Trendlines' 2026 PE Deal Tracker, up from roughly two dozen just two years earlier, a transformation that's changing the quality of how tax services are delivered across the profession.

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